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netflix. and paul meeks who covers apple. gentlemen, good morning. welcome to both of you. tell us a little bit about netflix. where do you think it is heading? >> it's $10.5 billion enterprise company. three businesses. domestic streaming business, which only makes 100 million per year. the old buy mail dvd business which makes $5 million. and the international streaming business which loses 5 million. the old cash cow is running out steam. they're trying to switch over to the new screaming business. life could get tougher as some of the big companies get in the market through tv everywhere. at the current price, 190 we think the valuation is stretched. not a huge margin of safety especially with the increasing competition. >> you think it's 160. >> about 160. so below the 190 it's trading at now. >> did you see house of cards? >> i loved house of cards. >> is that helping them get business or no? >> originally their competitive advantage was they could better serve. they could personalize. that advantage is going to go away. they offer more on demand. hbo go is popular. they need
of this in the west too. john paul was worried about the mindfulness of the stone and we need to get perspective. general mills and google and others that are more cutting edge in technology and style. ceos of goings, tupperware. sheryl sandberg was a yoga instructor. >> jeff, jeff. hold on. all those people that you're mentioning, and this is a problem i'm curious too. i talked earlier about the culture of an solution. when you're ceo, you manage your own time. if you need 20 minutes to meditate you can probably organize around it. if you're a young analyst on wall street, for example, or engineer that has a problem that's due tomorrow at 1:00 p.m. it's not so clear you can died, okay, i have to go take my nap now. i have to meditate. then i have to go to the gym. and i can tell my boss it's just fine. >> andrew, that's a really important issue. he named the the champions. and he was a champion. brought it in the exxon mobil. brought it in to goldman sachs and places where you're involved is hard if it doesn't take root in the culture. in yale, we have annan throw policy that teaches yoga. we h
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